Have you ever found yourself a little overwhelmed about finances, money and investing? You hear colleagues, family and friends discuss stocks, Bitcoin, NFTs or whatever is popular, but should you put your savings here? Maybe you have some savings already, or perhaps you might not be saving as much as you like, but then again how much should you be saving and what are you really saving for?
There are so many things to consider and so many well-intentioned tips and tricks out there on money and how to do better. But how many financial or investment tips and ideas have you heard over the years and how many have really impacted your finances positively?
But doing great financially does not come from just a simple tip or making a budget. You need a plan. A proven and time-tested financial plan that is easy to create and more importantly understand and follow.
And that is exactly what this course is about. How to create your own plan for financial abundance and learning to master your finances, so you ensure that you are moving ahead in the direction where you want to be in the future and that is right for YOU.
You will learn how to:
· Get a simple overview of your finances and how to manage your money
· Create more freedom and choices in your day-to-day finances
· Figure out exactly how much you should be saving – and how to do it
· Identify and set up the right investment solution and strategy for you
· How to make finances exciting – even though you want to spend time on something else
Most people spend more time planning their next holiday than they do planning their finances. But not you.
If you can relate to any of the above and you just want to handle your finances once and for all, this course is for you!
What you get with this course:
· 5 video modules
· Course manual / workbook
· Tools and resources to help you implement the learnings
· Life-time access to the course (and to future updates and additions)
Module 1 – Introduction
Learn the mindset and psychology around money as it is really the single most important difference between success and failure in the financial arena. The right mindset will show you opportunities and most importantly get you to take the needed action steps for financial success.
Module 2 – Your baseline: Determine where you are at financially.
In order to determine what the right next steps are for you, it is important to know and identify where you currently are in your finances. Gain a full overview of your current financial situation, so you know exactly where you spend your money and your total net worth.
Module 3 - The journey to financial independence
Learn my tips for identifying your financial goals and breaking them down into specific numbers so they become attainable. It is only when you know where you want to go and in what direction you are heading, that you have the possibility to reach your destination.
Module 4 - Money Management
If you don’t manage your money, you won’t have any money to manage. One of the crucial financial skills we must develop is the ability to manage our money and also learning how to save money. Without this, we cannot move ahead financially. You will get to make the most important financial decision of your life.
Module 5 - Investing
Learn how to utilize the power of compounding and make investing your new best friend, so you can learn the principles behind growning your money. You cannot only save your way to wealth, and if you try you will be missing out on a lot of money in your life.
Who is behind this course?
My name is Christian, but most people call me Sonny (I know, long story).
I have had a life-long passion for personal finance ever since my early teenage years, which eventually lead to me studying my bachelor’s and master’s degree in finance.
Today I work as a financial advisor and Chief Financial Officer in a financial services company, where we serve and help everyday people just like you and I with optimizing their personal finances and creating a plan for their financial future. This gives me a unique privilege having worked with more than 1,000 individuals and families and helped lay the foundation for their future financial journey. This also means that I have seen just about every imaginable financial situation and know how to navigate it.
I have spent thousands of hours and learned so much on my long personal finance journey that now I want to share what I have learned with you, so you don’t need to spend the same time as I have figuring out what works or make the same mistakes. But instead, you can learn from my experience and speed up your results and make sure you are moving ahead in the right direction financially.
Recommendations & reviews of Christian from previous advisory clients
Below are some highlights from a few of my previous clients whom I have helped financially in various ways.
Gemma: Thank you so much for the advice and support during the process. We are forever grateful for your guidance, and for making this so incredibly simple.
Julian: … Christian has delivered extremely competent advisory throughout the process. And we have experienced a high level of service throughout the process.
Kate: Christian has been amazing! He's very thorough, proactive and helpful… and has been really excellent and checked in before and after every step to make sure I understood everything…
Vidyadutt: Christian, the fantastic guy... We’re very happy with his service and can highly recommend him.
Vlad: … I am happy to recommend Christian as a brilliant and trustworthy financial advisor in his work and an outstanding communicator.
Nicklas: ... We received superb advisory. I cannot put my finger on anything that wasn't top professional .
Disclaimer
In this course, I do not give investment advice, tax advice, or other professional advice. Reference to specific services should not be construed as professional advice. You should always consult a licensed accountant, attorney, or professional.
Disclosure
Individual’s experience may not represent the typical participant. Your background, education, experience, and work ethic may differ. This is used as an example and not a guarantee of success. Your results may vary.
The training is intended for informational and educational purposes. Always do your own research before making any investment decisions.